Top 6007 Solutions manager Jobs in Englewood, Co

AVP, Account Services
Ultimus Fund Solutions —Greenwood Village, CO
- $85,000 - $115,000 a year
- Full-time
- Remote
- Writing skills
- Office
- Analysis skills
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Operations / Office Manager
Ridgewood Fractional Recruiting —Greenwood Village, CO
- $70,000 - $80,000 a year
- Mid-level
- Residential
- QuickBooks
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Customer Success Manager - Denver
Datadog —Denver, CO
- $89,000 - $118,000 a year
- Hybrid work
- 5 years
- Contracts
- Senior level
- Employee stock purchase plan
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Manager, Operational Excellence
Prologis —Denver, CO
- $118,400 - $162,800 a year
- Full-time
- 5 years
- Bachelor's degree
- Training & development
- Paid holidays
- Health insurance
Executive Management Trainee
AutoNation —Centennial, CO
- $15,000 - $20,000 a month
- Full-time
- Clean driving record
- Dealership
- Mid-level
- Dental insurance
- Vision insurance
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Customer Success Manager
Checkr —Denver, CO
- $106,000 - $125,000 a year
- Hybrid work
- Sales
- Data analysis skills
- Mid-level
- Health insurance
- Dental insurance
Customer Success Manager - Remote
Nevis Wealth —Denver, CO
- Full-time
- Remote
- Mid-level
- 4 years
- Communication skills
- Health insurance
Customer Solutions Manager, Aerospace and Satellite
Amazon Web Services, Inc. —Denver, CO
- $131,300 - $177,600 a year
- Full-time
- 5 years
- AWS
- Machine learning
- AD&D insurance
- Health insurance
Customer Success Manager
Eon Health —Denver, CO
- $110,000 - $130,000 a year
- Full-time
- Remote
- Data analysis skills
- Mid-level
- 3 years
- Paid parental leave
- Health insurance
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3d
Payment Services Manager
Credit Union of Colorado —Denver, CO
- $101,200 - $126,500 a year
- Hybrid work
- Microsoft Word
- 7 years
- Bachelor of Science
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Customer Success Manager
Plastic Molding Technology LLC —Centennial, CO
- $83,000 - $117,000 a year
- Full-time
- 7 years
- ERP systems
- Mentoring
Manager, Onboarding
Housecall Pro —Denver, CO
- $70,000 - $82,500 a year
- Remote
- Bachelor's degree
- Experience equivalent to degree accepted
- Senior level
- Paid parental leave
- Paid holidays
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Customer Solutions Manager, US FED CIV, FedCiv
Amazon Web Services, Inc. —Denver, CO
- $131,300 - $177,600 a year
- Full-time
- 5 years
- AWS
- Travel
- AD&D insurance
- Health insurance
2d
Purchasing Solutions Manager
Toll Brothers —Englewood, CO
- Online Application
- Hybrid work
- Customer service
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Design Engineer
Garmat USA —Englewood, CO
- $75,000 - $90,000 a year
- Overtime
- Hybrid work
- Microsoft Word
- Mid-level
- Analysis skills
- Health savings account
- Health insurance
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Heavy Civil Estimator II
Odin Construction Solutions, Inc —Denver, CO
- $100,000 - $140,000 a year
- Extended hours
- Construction site
- Ability to walk for extended periods
- Mid-level
- Health insurance
- Dental insurance
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9d
Process Engineer - Lead
CANUSA EPC —Denver, CO
- $150,000 - $200,000 a year
- Full-time
- Management
- Engineering
- Office
- Health savings account
- Health insurance
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Journeyman Plumber
Olympus Contracting LLC —Aurora, CO
- $35 - $40 an hour
- Full-time
- Mid-level
- Residential
- In-person
- Health insurance
- Dental insurance
Quick Apply
11d
Commercial Door, Frame, Hardware, & Access Control Professionals
Skyler Design Build —Denver, CO
- $20 - $50 an hour
- Email
- Clean driving record
- Construction site
- Mid-level
- Mileage reimbursement
- Health insurance
Quick Apply
5d
Field Service Technician - Industrial- Denver CO
IPG —Denver, CO
- $20.53 - $23.53 an hour
- Extended hours
- Clean driving record
- Ability to walk for extended periods
- Mid-level
- On-the-job training
Quick Apply

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solutions manager jobs near englewood, co

AVP, Account Services

Ultimus Fund Solutions -
Greenwood Village, CO

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Job Details

Full-time
$85,000 - $115,000 a year

Qualifications

Financial services
General management

Full Job Description

SUMMARY
The Manager, Account Services oversees the Transfer Agent Operations Team, interacting directly with clients, financial representatives, vendors, and associates. Additionally, this role is pivotal in developing team members, refining processes, and ensuring accountability.

KEY ACCOUNTABILITIES

Ensures timely processing of all transactions through workflow management.
Interprets fund prospectuses and ensure accurate processing.
Develops detailed procedures and instructions for the processing team.
Authorizes processing exceptions per management guidelines.
Provides information and answer questions for fund family contacts.
Determines and interprets required legal documents for processing.
Ensures compliance with SEC, NICSA, and FINRA regulations.
Interprets IRS regulations for retirement plans and tax reporting.
Resolves and processes IRS Tax Levies.

PERSONNEL MANAGEMENT

Manages associates within department including, but not limited to, hiring, training, and developing associates, delegating work assignments, writing, and conducting performance appraisals, salary recommendations, coaching and counseling, and administering corrective actions.
Conducts one-on-one and team meetings with associates on a regular basis to discuss new procedures, problems, and issues.
Establishes team and individual goals for department.
Fosters performance of associates and the processes used by them; holds the associates accountable for their work.

WORKING RELATIONSHIPS

Mentors associates through instruction, coaching, real-time on-the-job experiences, and effective practice modeling.
Maintains frequent contact with fund advisor executives and financial brokerage representatives.
Manages escalated situations with difficult callers or clients.
Collaborates with the Transfer Agency Operations Leadership Team to develop new procedures.

May perform other duties as required and assigned.

EDUCATION AND EXPERIENCE

Bachelor’s degree in business administration or a related field.
6+ years of experience in client services or a related field.
1-2 years of management and leadership experience.
Experience within the financial services industry.
Series 6 or 7 license.
Equivalent education and experience will be considered.

KNOWLEDGE

Operational standards, including SEC, IRS, and prospectus regulations.
Retirement products such as IRA, Simple IRA, and other plans.
Proficiency in mutual funds and alternative investment products.
Microsoft Office Suite.
Adobe Acrobat.

SKILLS AND ABILITIES

Leadership skills to foster a positive work environment encourages teamwork, motivation, efficiency, and maximum utilization of staff skills.
Understanding of clients’ businesses to proactively anticipate complications.
Aligns associates with company values and goals.
Plans and delegates the work of others.
Motivates and inspires others.
Assesses the performance of self and associates to make improvements or take corrective action.
Plans and develops systems and procedures to improve operating quality and efficiency of department in accordance with company policies and procedures.
Troubleshoots issues utilizing creative and critical thinking skills.
Multitasking, analytical, and organizational skills.
Initiative-taking, strategic, and meticulous approaches with a strong commitment to quality, efficiency, and effectiveness.
Demonstrates personal integrity, responsibility, and accountability.
Effectively uses resources such as time and information in conjunction with associates.
Participates in solving problems and making decisions.
Presents and expresses ideas and information, written and oral, clearly, and concisely.
Actively listens to others to achieve understanding and supports an open exchange of ideas and information.
Identifies needs, arranges for, and obtains resources to accomplish individual and department goals.
Establishes and develops effective working relationships with associates and clientele during both favorable and unfavorable situations.
Modifies team and individual priorities and deadlines in response to added information, changing conditions, or unexpected obstacles and ensures completion.

Ultimus is an equal opportunity employer and does not discriminate on the basis of the applicant’s or employee’s race, color, religion, national origin, ancestry, gender, sexual orientation, age, disability, veteran or military status, genetic information, citizenship or any other status entitled to protection under federal, state or local anti-discrimination laws. No questions on our employment application are intended to secure information that is to be used for impermissible purposes.

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Refine Your Search

solutions manager jobs in englewood, co

AVP, Account Services

Operations / Office Manager

Customer Success Manager - Denver

Manager, Operational Excellence

Executive Management Trainee

Customer Success Manager

Customer Success Manager - Remote

Customer Solutions Manager, Aerospace and Satellite

Customer Success Manager

Payment Services Manager

Customer Success Manager

Manager, Onboarding

Customer Solutions Manager, US FED CIV, FedCiv

Purchasing Solutions Manager

Design Engineer

Heavy Civil Estimator II

Process Engineer - Lead

Journeyman Plumber

Commercial Door, Frame, Hardware, & Access Control Professionals

Field Service Technician - Industrial- Denver CO

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